FlowQuote
Quote-to-contract journey
Guided quote
Choose a published service, configure the details, and review the exact estimate before requesting a quote.
Progress saves securely
Your selections are saved after the first choice. Contact details are not.
Service discovery
Select the area that best matches what you need. Only services currently published by this organization are shown.
Who is this quote for?
This keeps the available terms and details relevant.
Commercial model
Choose a service first to see the available commercial models.
No models available
No online-configurable commercial model is published for this service.
Product selection
Choose a commercial model first to see its available products.
No products available
No active product is published for this commercial model. Return to the previous step and choose another model.
Configuration
Configure each selected product's option, quantity, and required information. Contract terms and pricing follow on their own review step.
Term and pricing
Choose one compatible term for the complete configuration, then review the calculation returned by the pricing service.
Only terms compatible with every selected product and quantity are available.
No common contract term is available
Return to configuration and adjust the selected products or quantities, or contact the organization for help.
Choose a term above to request the authoritative calculation.
Select a term to calculate pricing
No amount is calculated in the browser. Select a contract term to retrieve the current server-verified totals.
Quote request
Add the exact customer and billing details for the quote. They are stored only in this protected journey until the quote is created or the journey expires.
Pricing must be reviewed again
Return to configuration and review the current published offer.
Final review
Check the customer, billing, service, term, and final tax calculation before creating the secure quotation.
Final review must be refreshed
Customer information or final pricing changed. Return to the details step and save it again before creating the quote.